- Plante Moran (Southfield, MI)
- …(post-death administration) process, including any probate administration, for the Trust Officer Identification and collection of assets owned by the decedent at ... of assets pursuant to the terms of the Trust Understand fiduciary accounting and trust accounting system Facilitate account opening/closing/transfer process… more
- US Bank (Milwaukee, WI)
- …trustee, trusteed IRA, ERISA trustee, administrative agency, and trust reporting. The WCIB Chief Fiduciary Officer is a named officer for each of the ... affiliated entities, including its registered investment advisors. The WCIB Chief Fiduciary Officer will manage a team of risk professionals and regularly… more
- City National Bank (New York, NY)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's trust and ... fiduciary operations. This role works with executive management within...relationship management. The position requires a deep understanding of fiduciary law, risk management, regulatory compliance, and investment oversight.… more
- US Bank (Cincinnati, OH)
- …understanding of applicable laws and regulations, including OCC Handbook requirements, fiduciary principles, and Uniform Trust Code. Assists with compliance reviews ... and manages compliance exceptions when required. Assists with internal and external reviews, exams, audits, and any other required testing. Works with examiners and/or business partners to ensure accuracy in responses and documentation. Assists with business… more
- PNC (Pittsburgh, PA)
- …and tax rules; investment principles; and fiduciary standards * Current or prior fiduciary experience as a trust officer or the equivalent work experience * ... valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …expertise in estate planning documents, probate procedures, tax implications, and fiduciary responsibilities. The Senior Officer leads estate strategy, manages ... in banking at Fifth Third Bank. ABOUT THE ROLE: The Senior Estate Settlement Officer serves as a senior subject matter expert in the administration and settlement of… more
- First Horizon Bank (Coral Gables, FL)
- …manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- Edward Jones (Tempe, AZ)
- …organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the ... continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional...+ CPA required + 5+ years' experience in trust, fiduciary or financial services experience including 3 years in… more
- City National Bank (Los Angeles, CA)
- …Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership ... *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB")… more
- KeyBank (Brooklyn, OH)
- …Tiedeman Road - Brooklyn, Ohio 44144-2302 **ABOUT THE JOB (JOB BRIEF):** Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise:** - Maintains deep expertise in fiduciary , investment,… more
- M&T Bank (Falls Church, VA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- JPMorgan Chase (Newark, DE)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust....appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
- KeyBank (Brooklyn, OH)
- …The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes, ... + Minimum 3 years of wealth management related (eg - trust/ fiduciary , asset management, private banking, securities, etc.) compliance, risk management, and/or… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized ... with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of trust and… more
- KeyBank (Albany, NY)
- …at different salary grade levels depending on requirements.** **Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for all pre-closing and ... internal compliance applications in order to ensure adherence to all governmental and fiduciary laws, including OFAC and Patriot Act + Identify and resolve issues… more
- Idaho Division of Human Resources (Boise, ID)
- Investment Officer Posting Begin Date: 2025/09/24 Work Type: Full Time Location: Boise, ID, United States Minimum Salary: 110,000.00 Maximum Salary: 150,000.00 Pay ... Rate Type: Annual Salary Description Investment Officer The Public Employee Retirement System of Idaho (PERSI) is a public pension fund headquartered in Boise, with… more
- Raymond James Financial, Inc. (Columbus, GA)
- …and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives of RJT as stated...some cases may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator… more
- City National Bank (Las Vegas, NV)
- *TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports City National Trust and Estates by administering estate and personal trust accounts including ... and other Agency accounts. WHAT WILL YOU DO? * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of… more
- US Bank (Gresham, OR)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts + Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- Greene County Public Library (Xenia, OH)
- Job Title: Deputy Fiscal Officer Salary Range: $65,998 - $109,990 (based on experience and qualifications) Location / Department: Xenia / Fiscal Office / ... Administration Reports to: Fiscal Officer Employment Status: Full Time FLSA Status: Exempt Hours:...by direction of the Board of Trustees, serves all fiduciary responsibilities for GCPL. + Receives and disburses GCPL… more
Related Job Searches:
Chief Fiduciary Officer,
Chief Fiduciary Officer Trust,
Chief Fiduciary Officer WM,
Fiduciary,
Fiduciary Officer Institutional Trust,
Officer,
Regional Fiduciary Officer,
Senior Fiduciary Officer,
Specialized Fiduciary Officer II